+179.7%
PAYX vs CSGP
+61.2%
+118.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -3.6% | -6.1% | +2.5% | -1.5% |
| 30D | +9.5% | +0.3% | +9.2% | +8.6% |
| 3M | -3.3% | -1.3% | -2.0% | -3.8% |
| 6M | +27.1% | -8.9% | +36.0% | +29.7% |
| YTD | +7.3% | -55.2% | +62.5% | +38.2% |
| 1Y | +8.3% | -56.4% | +64.7% | +40.7% |
| 3Y | +11.6% | -62.2% | +73.8% | +48.1% |
| 5Y | +8.5% | -63.7% | +72.1% | +41.9% |
| All | +179.7% | +61.2% | +118.5% | +164.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling